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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,971 | $165,399+121.9% | $149,745+145.1% | $158,982+130.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 6.32% | 348.34%-342.0pp | 276.72%-270.4pp | 302.99%-296.7pp |
| Employer contribution / active EE | $18,166 | $5,105+255.9% | $4,646+291.0% | $4,763+281.4% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,403 | $10,811-68.5% | $9,312-63.5% | $11,252-69.8% |